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Rise Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Rise Advisors’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-507
Closed -$30K – 641
2023
Q3 		$30K Hold
507
– – 0.02% 188
2023
Q2 		$30.3K Hold
507
– – 0.02% 197
2023
Q1 		$29.6K Buy
507
+3
+0.6% +$181 0.02% 207
2022
Q4 		$31.3K Buy
504
+3
+0.6% +$180 0.03% 197
2022
Q3 		$28K Sell
501
-156
-24% -$9.61K 0.02% 212
2022
Q2 		$42K Buy
657
+3
+0.5% +$190 0.04% 157
2022
Q1 		$42K Buy
654
+3
+0.5% +$190 0.04% 163
2021
Q4 		$43.3K Buy
+651
New +$41.3K 0.04% 162

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rise Advisors's IHE Position: Q4 2023 in Review

Rise Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2023, closing a stake of 507 shares — an estimated $30K sold.

Rise Advisors first reported a position in IHE in Q4 2021 and held it in 8 quarters. The position peaked at $43.3K in Q4 2021. 137 funds tracked by Wall St. Rank hold IHE as of Q4 2023.

  • Rise Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2023 after selling out during the quarter.
  • Rise Advisors sold 507 iShares US Pharmaceuticals ETF shares in Q4 2023, an estimated $30K.
  • Rise Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2021 and held it in 8 quarters.
  • Rise Advisors's iShares US Pharmaceuticals ETF position peaked at $43.3K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.